A different kind of retirement plan | Empower Retirement



Participant Data ExtractDESCRIPTION:This report provides a comprehensive list of both personal and account-related data by participant including address, employment, compensation, participation, asset, activity and vesting information. The data specification choices provide the ability to filter for particular attributes or specific populations of participants based on employment status and account balance. For plans with divisions, the report can be run against specific divisions.AVAILABLE FORMATS:Excel:Recommended for data sorting and formatting. FAQ’sQ: Why are some of my participants not showing up in the results?A: If the report was run against a specific division, please verify the division that your missing participant(s) are assigned to on our system and the effective date of when the division information was entered. Also, participants who are entered into our system with no division value will typically be assigned to a default division number (D999) until his/her data is updated accordingly. For example, if the report is run against Division 1, participants lacking a division or assigned to a default division will be excluded from the results. To receive global results, click “Yes” at the Ignore Division option when ordering.DATA SPECIFICATIONS:Plan NumberDivision, if applicableEffective DateAddress Information?Employment Information?Asset Information?Vesting Information?Loan Information?Compensation Information?Participant IdentifierParticipant DataOptions:Participants with or without a balanceParticipants with a balance; active and terminated employmentParticipants with or without a balance and active employmentParticipants with a balance and terminated employmentNote: This report cannot capture participants who were once active with a balance, but have since terminated their account and no longer have a balance as of the Effective Date selected. However, participants who are terminated from service but have never held a balance will get captured under Option #1.OUTPUT COLUMNSA complete list of all available columns is provided below, however please click on the below link to view a guide that details which columns are dependent upon the options selected when ordering, and also whether the data provided is as of the Effective Date selected or as of Current Date:Participant Data Extract GuideAvailable Output ColumnsReport DatePlan NamePlan NumberSSNSSN Extension SSN Extension ReasonIndividual IDLast NameFirst NameBirth DateDefault Birth Date IndicatorDeath DateAgeGenderMarital StatusLanguage CodePayroll CenterPayroll Center NameDivision NumberDivision NameBalance Effective DateParticipant BalanceEmployer BalanceAFT BalanceRoth BalanceTotal BalanceVested BalanceParticipant Service CodeParticipant Service Sub CodePlan Entry DateEligibility IndicatorService YearsCredited Hours YTDTotal Compensation YTDPlan Compensation YTDS-125 Compensation YTDSalary AmountSalary Amount QualifierSalary Effective DateHire DateRehire DateTermination DateTermination Date EnteredPre-Tax Paycheck Contribution PercentPre-Tax Paycheck Contribution AmountAfter Tax Paycheck Contribution PercentAfter Tax Paycheck Contribution AmountAge 50 Catch-Up Pre-Tax Paycheck Contribution PercentAge 50 Catch-Up Pre-Tax Paycheck Contribution AmountRoth Paycheck Contribution PercentRoth Paycheck Contribution AmountAge 50 Catch-Up Roth Paycheck Contribution PercentAge 50 Catch-Up Roth Paycheck Contribution AmountActive Investment OptionsDefault Investment IndicatorActive InvestmentsStock BalanceSelf Directed Brokerage BalanceNumber of LoansLoan BalanceTransfers in Last 6 monthsLast Contribution Posted DateRegular Participant Contributions YTDRegular Employer Contributions YTDVRU Usage in Last 6 MonthsWEB Usage in Last 6 MonthsMailing Name 1Mailing Name 2Mailing Name 31st Line Address2nd Line AddressCityStateZip CodeCountryMail Hold DateAddress Default IndicatorEmail AddressHome Phone NumberLast Contribution Payroll DateLong-Term Part Time Eligibility Ind ................
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